Filed September 30, 1992 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,183,690 |
Service code 16 2101 FOURTH AVENUE · SEATTLE, WA 98121 | Consulting | $88,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,114 | $57,458+149.1% | $95,745+49.5% | $96,393+48.5% |
| Participation rate | 93.8% | 47.9%+45.9pp | 72.3%+21.6pp | 71.3%+22.6pp |
| Annual return | 29.30% | 17.80%+11.5pp | 28.35%+0.9pp | 22.88%+6.4pp |
| Employer contribution / active EE | $3,185 | $1,155+175.8% | $2,835+12.4% | $3,238-1.6% |
| Participant deferral / active EE | $4,993 | $2,443+104.4% | $4,245+17.6% | $5,455-8.5% |
| Admin fee / account holder | $23 | $61-62.7% | $5,678-99.6% | $74-69.4% |